Client Services

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organization. The access to the Client Desk is given through a highly secured, unique login-id and password to every client.

The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime anywhere – through online access or through a mobile application.

One of the key challenges of managing a portfolio is to regularly monitor and adjust the portfolio on an ongoing basis as per your risk profile and in line with market movements. However, most advisors fail to do so as it involves making multiple transactions frequently in a time bound manner. We have a unique offering for our NJ E-Wealth A/c Clients called as ‘MARS’ that very effectively gives the answer to this problem.

MARS is a technology powered tool which helps in managing asset allocation through periodic rebalancing of portfolio which involves a research & logic driven scheme selection process. With two broad asset allocation offerings – Dynamic & Fixed, MARS is the answer to client worries on portfolio management.

As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – anytime, anywhere.

We offer easy transaction facility and few very unique services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.

• Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
• SIP and STP registration
• NFO – Purchase, Switch and SIP Registration
• Equity Stock SIP registration
• Equity IPOs and Debt IPOs Application
• Comprehensive reports

What’s more, we offer multiple modes of doing transactions as listed below…

• Mobile: Transact through application on your mobile
• Online Desk: Transact through online Trading Account Desk
• Phone: Call and transact through your phone
• Offline: Transact through physical instructions